Designing New Model Y | Tesla

Digging it

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Couple interesting things: 1. No red tint on the cameras; they definitely got an upgrade. 2. Seems like HW4/AI4 got a slight upgrade. Probably similar to Model Y Reloaded computer that u/greentheonly mentioned on X. Starting to think you should never buy FSD but only subscribe.

the world's best seller just got way much better.

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No power frunk either

“After burner” Never thought I would be into ground effects, but here we are…

That's way much exciting

Giving apple bevel improvement presentation vibes

Tesla does make the most of their marketing dollars. Going to be interesting to see the reviews of this refresh.

The front still looks it was designed for Chinese market and the rear still looks uninspiring.

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They made it more efficient and quieter with a better ride. Three of the biggest things people want in EVs?

This video made me appreciate it way more.

Yep, the ride quality and noise were my main complaints with it. Assuming the reviews are positive I might actually get one now

Bomb dot com

it's just the people that recently bought the last of the 1st gen Ys to save a buck (which i respect) that want to help themselves not to experience any fomo over the new generation. "oh yea that things ugly and stupid I'm so glad i just got mine instead"

Can Franz be CEO now?

Can you explain why not to buy but subscribe to FSD?

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If redditors got to choose CEOs of companies, we'd all be so poor lol.

Nah, there's no upgrade. The red tint isn't always visible, and there's no evidence of a computer upgrade. Tesla does hardware iterations all the time that don't have an associated performance increase. Mostly to reduce cost and manage supply chain.

It takes 6.7 years just to break even on fsd buy vs subscribe. At this point we all know 7 yr old fsd hardware is not going to increase the value of the car by how much it cost. You end up losing all that money anyways when you trade up. So unless hw4 and this model y is what you want to keep for a lot longer than 7 years it doesn’t make a lot of sense to buy.

The Chinese EV market is six times bigger than the US.

Never buy FSD we been saying this since 2016. I predicted Tesla would have a level 4 autonomy vehicle a decade after Waymo solves the problem for any region

They did an amazing job 👍👍

Knocked it out of the park. Going to be the best selling car again.

As opposed to only the CEOs being rich right now...

Wait. If I keep the car for 6.7 years, there is no difference. If I want to seel the car earlier, it's better to go with subscription because I will save some months. If I want to keep the car longer than 6.7 years, then I will not pay any more subscription. So even if I can't add it to the resell value, I can still save up money, just have to keep the car longer. No?

Q3 will be real interesting if not Q2 but supply may blunt Q2

Yeah. I think the used market has shown that FSD doesn’t add very much to the resale value of the car. On the low end, it adds zero dollars. There are multiple examples on reddit where people bought a used Tesla from a dealer who didn’t understand the car came with FSD. When I was trying to sell my 2018 model 3, I was using carvana to benchmark pricing. My recollection is that toggling FSD only changed the offer by $800 or something like that.

You’re not wrong. But honestly I think Lars would be a better CEO.

Hey…. Why you gotta insult bags of dirt like that???

What I find most interesting about this video, is the presenters. When they did a similar video for model 3 highland, it was just Lars and Franz. This time around, they have a whole army of Tesla execs explaining different aspects of the car. Almost like trying to reinforce that Tesla is more than one person…

You’re making a GIANT assumption that subscription prices won’t increase as soon as they achieve unsupervised.

I bought one, I've never owned a tesla, I've never driven a tesla, I am worried it will fall apart or something. Talk me down of this ledge...

I saw the red tint in one of the YouTube first look videos when the embargo lifted, will try to find the link. I believe it’s safe to assume they’re same cameras as model 3 “highland”

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You need to keep your car for 6.6 years to break even on purchasing FSD vs. subscribing. But at that point you’re getting close if not past your warranty and maintenance can quickly get more expensive, so I think the best strategy is to subscribe and then every 4 years or so sell your car and get a newer one. 👍🏼

I also sold a 2018 Model 3 to Carvana in May 2024, I only had 57k miles on it with FSD and they gave me $22k for it. I’m currently driving a used Model Y until I can get this newest model, and doing the FSD subscription.

This is also true! Prices could go up but I think it’ll go up for both

You think waymo is gonna beat TSLA to level 4 everywhere?

Agree with others on 6-7 year break even period. But that at point, you just break even with worse tech. After which your updates fall off a cliff and everything is less fast than the modern compute. I think the most cost effective move is to buy used Teslas then subscribe. Then trade in for a used model for a another used model every ~4 years.

I've never had a Tesla either, or any EV, (unless you count an E-Bike) or any new car for a few years, but I'd guess the biggest risk right now is the usual one of early versions generally. Against that, they seem to be ramping slowly, at least in Austin, where they're building on the same lines as the old one.

Very nicely made video, must give it to the Tesla marketing(?) team. As for the car, love the rear screen for passengers. I also like the automatic rear seats - that must be really useful. Bit dissapointed that there's no 'gestures' to open the boot/trunk and much the same with the frunk (no power). Naturally I still disagree it doesn't have a dedicated drivers instrument panel. That said overall it looks like a good iteration.

Depends how you define rich. Regular people are very rich today compared to regular people 100 years ago, for example. In general, look at the things we have in our lives. We're very rich. Just not as rich as the richest people, which is why you feel that way.

It’s grown on me. This video is great. I wish they’d add the option for a shade for the panoramic roof. But overall, it’s a great update and in the market nothing comes else close to it. (the comment section is flooded with trolls there… 🙄)

Where is that written down if you buy today down the road you can transfer?

Yep, Waymo already has a level 4 service with no driver operating. They just have to scale now the problem is already solved

So? Reevaluate when that happens? Any decision you make is a “Gaint” assumption. Buying assumes the hardware you buy even has the ability to be fsd. Look at every person that has hw3 right now.

Isn’t that what I said? If you want to keep the car forever and think 7 years down the road you still would value a 7 yr old fsd system then buying makes sense. However, the crowd that buys teslas and fsd typically isn’t someone where that makes sense

Hmmm I feel like they’re only good within their own geofenced area they wouldn’t be able to scale it up but we’ll see

Mate how can you argue against an already existing driverless taxi service Vs a non existent one. Is logic soo hard for Americans?

Because my Tesla can drive me anywhere right now in Chicago, whereas Waymo cannot. I’m sure Waymo is awesome in its own tiny little area in California where it learned every street and stop light. But it has no data anywhere else so it would likely underperform when put against a Tesla. Also are all Brits assholes? Or is it the lack of sun that makes everyone angry all the time? Sorry if someone hurt you bro, I hope you find happiness soon. 👍🏼

To see if your Tesla is level 4. Put a pillow in the back seat and sleep, take a nap and tell your Tesla to navigate 20 miles only in LA and find parking at destination. I can bet you my kidney your Tesla wont complete the task in an urban environment. Now do said task in rainy weather during peak hour traffic

I could try that, and I’ll tell you what.. I’ll see ZERO waymos on my drive since they don’t exist anywhere in my state 😂 as far as I’m concerned Waymo is still nothing more than a concept. By the way I drove 40 miles in heavy rain on the highway years ago and it worked well even then… and that was on a very old version of self driving… but let me know when you get your waymo and post some pictures of it. 😎👍🏼

That's not the point, scaling is easy nailing a city the size of New York or even 1 state means the whole country can be scaled. Even Waymo isn't aiming for full level 5 autonomy. At best Tesla is a limited level 3 system and Waymo a functioning level 4 system

I honestly like it

And when will that happen?

Within 2 years. But feel free to take a chance and bet against it if you’d like.

It would be too late to re-evaluate as the price of FSD will be increased as well. The point is that you’re the one who made the assumption that neither price will change. And you have no evidence to support that assumption.

Yes, but if it goes up for both, then you would’ve been better off buying now.

Depends on by how much it goes up

Really? I thought the rear really looks nothing like other cars. It’s a new design in the industry

They have been making these kinds of videos with more than the two of them for a while now.

The trunk opens automatically if you stand behind it for a few seconds with the key (phone).

Does it?! Was it also ported to the M3, MS, MY or are you just tricking me to go outside and stand by my car looking a bit stupid :)

I know it works on the new Y and the X, I’m assuming probably others. https://www.tesla.com/ownersmanual/model3/en_us/GUID-3667D28B-5B3B-49CE-A1C1-3D70AC60D9F6.html

With all the luxuries added to the car, they're really carving out space for a cheaper model that will be similar size, but without all those bells and whistles.